Objective:

Confirm intent within 10-14 days and move the lead into the appropriate next-stage campaign.

⚠️ Important Rule:

Remove the lead from this campaign as soon as:

• The lead responds

• Intent is clarified

• An appointment is set.

This campaign exists to identify intent. Once intent is known, move the lead into the appropriate Buyer, Seller, or Long-Term Nurture campaign.

Event 1: Discovery Call Attempt - Phone Call       

ASAP

“Hi [[lead_first_name]], this is [[agent_name]].

I’m reaching out because you were just on my website exploring a bit, and I like to personally connect when someone is researching.

I’m not sure yet if you’re thinking about buying, selling, or just keeping an eye on the market — but I wanted to introduce myself and see what prompted your visit.”

(If voicemail:)

“Hi [[lead_first_name]], this is [[agent_name]]. I noticed you were checking out my website earlier and just wanted to say hello. Whenever you're researching real estate, I’m here as a resource. I’ll send over a quick email as well.”

Event 2: Personal Follow-Up Email - Send Email       

1 day from start @ 10 AM

Subject: Just wanted to follow up!

Hi [[First]]

I wanted to personally reach out because I noticed you were spending some time on my website recently.

Even if you were just browsing and didn’t fill anything out, I like to connect when someone is researching — sometimes it’s helpful to have a real person behind the site.

I’m not sure yet if you’re thinking about buying, selling, or just keeping an eye on the market — but I’d love to know what sparked your search.

In the meantime, here are a few helpful tools people use while exploring:

• Browse available homes → [search listings link]
• Mortgage calculator → [insert mortgage calculator link]
• Home value estimate → [insert home valuation link]
• Latest market blog → [insert blog link]

Whenever you're ready for a conversation, I’m here.

Event 3: Light Text Touch - Send Text       

3 days from start @ 1 PM

Hi [[first_name]], this is YOUR NAME. Just wanted to say hello again after you visited our website! Are you researching buying, selling, or just keeping an eye on the real estate market? Happy to help either way 🙂 [[text_signature]]

Event 4: Curiosity Call Attempt - Phone Call       

5 days from start @ 1PM

“Hey [[lead_first_name]], just checking back in. I know online searches can sometimes mean early planning, so I just wanted to see if you were actively exploring something specific or just monitoring the market.”

(Keep it under 60 seconds.)

(if voicemail)

“Hey [[lead_first_name]], it’s [[agent_name]].

I noticed you were checking out a few things on my website the other day and just wanted to say hello.

I’m not sure if you’re thinking about buying, selling, or just keeping an eye on the market — but I’d love to understand what sparked your visit.

Whenever you get a chance, feel free to call or text me back.”

Event 5: Value Email - Early Research Stage - Send Email

7 days from start @ 2 PM

Subject: Most people start here.

Hi [[First]],

Most people who visit my website are in one of three places:

• Just curious about the market

• 3 - 6 months out

• Actively planning a move

Where do you fit within this timeline?

In the meantime, here’s some helpful resources:

If buying 🏡:
→ insert home buyers guide link or helpful resource

If selling 💰:
→ insert home valuation link or sellers guide

If just researching 👀:
→ insert website blog url or helpful resource on your website

Looking forward to continuing the conversation with you!

Event 6: Low-Pressure SMS - Send Text

10 days from start @ 3 PM

Hi [[first_name]], quick question. Would it be helpful for us to schedule a quick 10-minute call just to discuss your timeline and what options are available to you in today's market? [[text_signature]]

Event 7: Soft Reset Email - Send Email       

12 days from start @ 1 PM

SUBJECT: [[First]], timing is everything!

Hi [[First]],

I know timing is everything in real estate.

If now isn’t the right moment, no worries at all — I’ll step back and stay available whenever your plans become clearer.

In the meantime, feel free to use the website anytime:

🏡 Search homes → [[search listings link]]
💰 Check your value → [[home valuation link]]
📊 Market updates → [[blog link]]